Valeo Financial Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$24K | – | 2144 |
|
|
2020
Q2 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 945 |
|
|
2020
Q1 | $24K | Buy |
1,000
+600
| +150% | +$14.4K | ﹤0.01% | 820 |
|
|
2019
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 1022 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$26K | – | 1769 |
|
|
2018
Q3 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 686 |
|